帖子
fatima01
Good morning, Investors.
$SNDK sits 25% below its high. Plenty of people call that the top.
Look at the business instead. 84.6% gross margin. Zero debt. Datacenter revenue up 437% year over year. And management just authorized $15.5B in buybacks. When a company buys back its own stock at this pace, it is telling you exactly what it thinks of the price.
Weak hands see a drawdown. We see a cash machine on sale.
Next quarter's guidance → $10.3B to $10.8B in revenue. The story isn't finishe
.
